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Vanguard Wellesley Income-adm shares owned by Coston, McIsaac & Partners

Quarter-by-quarter ownership of Vanguard Wellesley Income-adm (VWIAX) shares owned by Coston, McIsaac & Partners from 13F filings

Historical chart of Coston, McIsaac & Partners investment in Vanguard Wellesley Income-adm

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All positions including Vanguard Wellesley Income-adm held by Coston, McIsaac & Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellesley Income-adm by Coston, McIsaac & Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $999 27 37.04
2024-06-30 $999 27 37.04
2024-03-31 $999 26 38.46
2023-12-31 $999 26 38.46
2023-09-30 $1.0k 25 40.00
2023-06-30 $1.0k 25 40.00
2023-03-31 $1.0k 25 40.00
2022-12-31 $1.0k 25 40.00
2022-09-30 $1.0k 23 43.48

More positions owned by Coston, McIsaac & Partners

Dfa Global Equity I Equity Funds (DGEIX)
Vanguard Dividend Appreciation Etf Uit Exchange Traded (VIG)
Vanguard Total Stock Market Etf Uit Exchange Traded (VTI)
Berkshire Hathaway Class B Common Stock (BRK.B)
Apple Common Stock (AAPL)
Proshares S&p 500 Div Aristocrat Etf Uit Exchange Traded (NOBL)
Williams Sonoma Common Stock (WSM)
Walmart Common Stock (WMT)
Vanguard Ftse All World Ex Us Etf Uit Exchange Traded (VEU)
Procter & Gamble Common Stock (PG)
The Coca-cola Common Stock (KO)
Mcdonalds Corp Common Stock (MCD)
Ingredion Common Stock (INGR)
Southern Common Stock (SO)
Pepsico Common Stock (PEP)

View all positions for Coston, McIsaac & Partners

Top funds holding Vanguard Wellesley Income-adm

Richardson Financial Services
Financial Gravity Companies
Financial Gravity Wealth
Westside Investment Management
Coston, McIsaac & Partners

View all funds holding Vanguard Wellesley Income-adm